Overview
Assets Under Management: $404 million
Headquarters: EAST HANOVER, NJ
High-Net-Worth Clients: 124
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 124
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 80.75
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 978
Discretionary Accounts: 978
Regulatory Filings
CRD Number: 112973
Last Filing Date: 2024-08-27 00:00:00
Website: https://access-wealth.com